TritonPoint Wealth’s Emerson Electric EMR Stock Holding History

TritonPoint Wealth’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24M	Buy	9,464 +59	+0.6%	+$8.48K	0.13%	114
2025 Q4	$1.25M	Sell	9,405 -91	-1%	-$12.1K	0.13%	113
2025 Q3	$1.25M	Buy	9,496 +27	+0.3%	+$3.68K	0.11%	138
2025 Q2	$1.26M	Buy	9,469 +7	+0.1%	+$803	0.12%	139
2025 Q1	$1.04M	Buy	9,462 +97	+1%	+$11.7K	0.1%	154
2024 Q4	$1.16M	Buy	9,365 +320	+4%	+$38.8K	0.11%	141
2024 Q3	$988K	Buy	9,045 +35	+0.4%	+$3.77K	0.09%	151
2024 Q2	$992K	Buy	9,010 +34	+0.4%	+$3.76K	0.1%	146
2024 Q1	$859K	Sell	8,976 -1,912	-18%	-$196K	0.09%	155
2023 Q4	$1.06M	Buy	+10,888	New	+$997K	0.1%	146

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return